Plante Moran Financial Advisors’s US Foods USFD Stock Holding History

Plante Moran Financial Advisors’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13	Closed	–	–	1095
2021 Q1	$0	Sell	13 -752	-98%	-$27.2K	﹤0.01%	1130
2020 Q4	$25K	Buy	+765	New	+$21.8K	0.01%	485
2019 Q4	–	Sell	-80	Closed	-$3K	–	903
2019 Q3	$3K	Buy	+80	New	+$3.09K	﹤0.01%	751
2018 Q3	–	Sell	-800	Closed	-$30K	–	847
2018 Q2	$30K	Buy	+800	New	+$28.3K	0.02%	420

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Plante Moran Financial Advisors's USFD Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of US Foods (USFD) in Q2 2021, closing a stake of 13 shares.

Plante Moran Financial Advisors first reported a position in USFD in Q2 2018 and held it in 4 quarters. The position peaked at $30K in Q2 2018. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

Plante Moran Financial Advisors reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 13 US Foods shares in Q2 2021.
Plante Moran Financial Advisors first reported a position in US Foods in Q2 2018 and held it in 4 quarters.
Plante Moran Financial Advisors's US Foods position peaked at $30K in Q2 2018.
296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.